Odaily星球日报讯 新加坡加密投资机构 QCP Capital 发文表示，一夜之间，美国非农就业人数的向下修正凸显了劳动力市场的疲软，引发了对美联储可能推迟降息的担忧，从而触发了抛售潮。 然而，七月联邦公开市场委员会（FOMC）会议纪要显示，一些政策制定者愿意降息，这释放出了更加鸽派的立场，旨在平衡通胀和就业目标，从而缓解了这些担忧。这一鸽派论调提振了风险资产，推动比特币价格超过 61,800 美元，其中 Coinbase 上的强劲买盘一直持续到新加坡时间凌晨 4 点。Coinbase 上的激进买单（表明美国本土需求）是短期趋势的一个良好信号。 现在，市场关注的焦点转向美联储主席鲍威尔明天在杰克逊霍尔的演讲，期待从中获得更多关于降息的信号。鉴于市场普遍押注降息，意外的经济数据可能会对市场产生重大影响。

Odaily星球日报讯 新加坡加密投资机构 QCP Capital 发文表示，一夜之间，美国非农就业人数的向下修正凸显了劳动力市场的疲软，引发了对美联储可能推迟降息的担忧，从而触发了抛售潮。然而，七月联邦公开市场委员会（FOMC）会议纪要显示，一些政策制定者愿意降息，这释放出了更加鸽派的立场，旨在平衡通胀和就业目标，从而缓解了这些担忧。这一鸽派论调提振了风险资产，推动比特币价格超过 61,800 美元，其中 Coinbase 上的强劲买盘一直持续到新加坡时间凌晨 4 点。Coinbase 上的激进买单（表明美国本土需求）是短期趋势的一个良好信号。现在，市场关注的焦点转向美联储主席鲍威尔明天在杰克逊霍尔的演讲，期待从中获得更多关于降息的信号。鉴于市场普遍押注降息，意外的经济数据可能会对市场产生重大影响。

QCP Capital：美联储纪要中的鸽派论调提振了风险资产，接下来关注鲍威尔周五演讲

Odaily reported that the Singapore-based cryptocurrency investment firm QCP Capital stated that the downward revision of the US non-farm payroll numbers overnight highlighted the weakness in the labor market, raising concerns about the Federal Reserve potentially delaying rate cuts, which triggered a sell-off. However, the minutes of the July Federal Open Market Committee (FOMC) meeting showed that some policymakers were willing to cut rates, signaling a more dovish stance aimed at balancing inflation and employment goals, which helped alleviate these concerns. This dovish tone boosted risk assets, pushing the Bitcoin price above $61,800, with strong buying pressure on Coinbase lasting until 4 am Singapore time. The aggressive buy orders on Coinbase (indicating domestic US demand) are a positive sign for the short-term trend. Now, the market's focus is on Federal Reserve Chair Powell's speech in Jackson Hole tomorrow, hoping to get more signals about rate cuts. Given the market's widespread expectations of rate cuts, unexpected economic data could have a significant impact on the market.

Odaily Odaily News: Singaporean crypto investment institution QCP Capital said that overnight, the downward revision of US non-farm payrolls highlighted the weakness of the labor market, raising concerns that the Federal Reserve may delay rate cuts, triggering a wave of selling. However, the minutes of the July Federal Open Market Committee (FOMC) meeting showed that some policymakers were willing to cut interest rates, which released a more dovish stance aimed at balancing inflation and employment goals, thus alleviating these concerns. This dovish tone boosted risk assets, pushing Bitcoin prices above $61,800, with strong buying on Coinbase continuing until 4 a.m. Singapore time. Aggressive buy orders on Coinbase (indicating domestic demand in the United States) are a good sign for short-term trends. Now, the market&#39;s focus turns to Fed Chairman Powell&#39;s speech at Jackson Hole tomorrow, expecting more signals about rate cuts. Given that the market is generally betting on rate cuts, unexpected economic data may have a significant impact on the market.

QCP Capital: The dovish tone in the Fed minutes boosted risk assets, and Powell's speech on Friday will be the next focus

Odaily Planet Daily Report: Currently, the US stock market is showing a stable and optimistic trend, and the market is full of expectations for Fed Chair Powell's speech at the upcoming Jackson Hole economic symposium on Friday. Goldman Sachs has outlined several key issues in its report that it hopes Powell will address at the symposium. The most important of these is to demonstrate confidence in the inflation outlook in his speech, and it is expected that Powell will provide more dovish information than in the press conference after the July FOMC meeting, and that the Fed's policy rate will soon decline.

Goldman Sachs: Expect the Fed's policy rate to fall soon, Powell will be more dovish

Odaily Planet Daily Report: Ipek Ozkardeskaya, an analyst at Credit Suisse, stated that the US dollar fell as investors expect Federal Reserve Chairman Powell to clearly signal an impending rate cut at the Jackson Hole symposium on Friday, but the weakness seems to have gone too far. She said that the performance of the US economy is better than most other countries, and on this basis alone, the Federal Reserve has no reason to cut rates more aggressively than other central banks in the coming months. (Gold Ten)

Analysts: The dollar may have weakened too much

According to a report by Odaily, Deutsche Bank economists said that historical data shows that US bond yields may react to Federal Reserve Chairman Powell's speech at Jackson Hole on Friday, but the magnitude will only be 5 basis points. Nevertheless, the market "will still be looking for any clues on how the FOMC will handle the timing, pace and magnitude of future rate cuts, and any substantive signals could have a significant impact on the market." (Jinshi)